Overview
Assets Under Management: $214 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Frequently Asked Questions
LEWIS ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143409), LEWIS ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LEWIS ASSET MANAGEMENT, LLC is headquartered in LAFAYETTE, CA.
LEWIS ASSET MANAGEMENT, LLC serves 76 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, LEWIS ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LEWIS ASSET MANAGEMENT, LLC manages $214 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, LEWIS ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 542
Discretionary Accounts: 517
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 143409
Last Filing Date: 2025-01-29 00:00:00
Website: https://lewisam.com